Privacy Policy

Privacy Authorization

I/We authorize my/our personal information (client information) to be collected, used and disclosed in accordance with the Financial Advice Provider’s privacy policy (available on the Financial Advice Provider’s website or provided with this Declaration Form); and I/We authorize my/our client information to be shared with the Insurer(s) and collected and used by them in accordance with their privacy policies available on the Insurer(s)’ website(s).


Privacy Summary

The key terms of the Financial Advice Provider’s privacy policy are summarized below:


The Financial Advice Provider may collect client information from a number of third parties. These third parties include accountants, insurers and employers with your authorization.


The Financial Advice Provider will collect and hold client information for the purpose of recommending insurance products to me/us.


The Financial Advice Provider may disclose client information to third parties if the Financial Advice Provider considers it necessary to do so for the purpose above. These third parties include the following:

  • the Insurer(s)
  • service providers, e.g. organisations that provide the Financial Advice Provider with administrative and management assistance and services
  • the Financial Markets Authority and other regulators
  • organizations involved in auditing the Financial Advice

Prior to disclosing client information, we will take all reasonable steps to ensure the third party has the same level of commitment to protecting the client information

Further Use & Disclosure:

The third parties referred to above may also use and disclose client information in accordance with their own privacy policy. For example, in the case of an Insurer, this includes using and sharing the information for the purpose of assessing the application and administering the policy – e.g. information might be shared with medical professionals or accountants in the event of a claim, authorities to assist in fighting fraud, money laundering or other criminal offences. If the Financial Advice Provider has an ongoing commission arrangement in place with the Insurer over the term of the policy, the Insurer will periodically disclose the premium to the Financial Advice Provider and NZFSG.



The Financial Advice Provider and/or Insurer(s) might use client information for market research purposes and for direct marketing purposes (whether through mail, email or telephone (including SMS/MMS) or other electronic means) to notify me/us of products or services that may be of interest to me/us. You have the right to opt-out of electronic direct marketing.


I/We are not required by law to provide any personal information to the Financial Advice Provider, but any failure to do so might prejudice my/our chances of obtaining the correct insurance cover.


I/We have the right to request access to and correction of my/our personal information held by the Financial Advice Provider and Insurer(s).


If I/we provide any personal information about anyone else to the Financial Advice Provider or to an Insurer (or authorize the Financial Advice Provider or Insurer to collect that information), I/we confirm that such persons consent to and authorize the collection and use of their personal information in accordance with the Financial Advice Provider’s and Insurer’s respective privacy policies. I/We confirm that I/we have advised such persons of their rights to access and request correction of their personal information.

0800 542 888

261 Morrin Road, St Johns, Auckland 1072

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